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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
West Financial Advisors
Iowa
$538K -$3.1K -39 -0.6%
PFM
252
Peak Financial Management
Massachusetts
$533K +$54.8K +690 +12%
PSCM
253
Per Stirling Capital Management
Texas
$526K -$30.2K -380 -6%
KNW
254
Kesler Norman & Wride
Utah
$511K
ACA
255
Aptus Capital Advisors
Alabama
$489K -$27.9K -351 -6%
FHA
256
Flagship Harbor Advisors
Massachusetts
$488K +$715 +9 +0.2%
HPC
257
HM Payson & Co
Maine
$486K +$7.95K +100 +2%
EI
258
Ellevest Inc
New York
$482K +$455K +5,728 New
FFG
259
Frisch Financial Group
New York
$482K +$455K +5,727 New
APW
260
Aurora Private Wealth
New Jersey
$473K +$1.03K +13 +0.2%
TIA
261
Traphagen Investment Advisors
New Jersey
$460K -$185K -2,328 -30%
RF
262
Rollins Financial
Georgia
$460K +$85.8K +1,080 +25%
FCI
263
Financial Counselors Inc
Kansas
$455K -$22.5K -283 -5%
GA
264
Geller Advisors
New York
$454K -$52.9K -666 -11%
Members Trust
265
Members Trust
Florida
$454K +$428K +5,391 New
WF
266
WoodTrust Financial
Wisconsin
$451K -$110K -1,384 -21%
RA
267
Rockingstone Advisors
Massachusetts
$445K
WTC
268
WhitTier Trust Company
Nevada
$436K +$11.3K +142 +3%
CFGS
269
Concourse Financial Group Securities
Alabama
$428K +$16.4K +206 +4%
EDRIA
270
Edmonds Duncan Registered Investment Advisors
Kansas
$428K
BC
271
Bartlett & Co
Ohio
$427K
BCWM
272
Bartlett & Co Wealth Management
Ohio
$427K
LC
273
Lindbrook Capital
California
$425K -$11.9K -150 -3%
MSWMA
274
Market Street Wealth Management Advisors
Indiana
$418K -$10.6K -133 -3%
VWM
275
Venturi Wealth Management
Texas
$416K